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Best financial advisors in Imperial Beach, CA

Registered advisers within 25 miles of Imperial Beach, CA.

Offices
724
Firms
316
Combined AUM
$16.0T
Firm-wide filings, not assets booked only here
Clients
91.5M
91,503,505 clients when Item 5C has a number
Avg / client
$175.0K
Combined AUM ÷ clients

Nearby offices

Firms

LIBERTY SOLUTIONS ADVISORS
LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
OSAIC WEALTH, INC.
CHARLES SCHWAB & CO., INC.
LEGACY WEALTH MANAGEMENT, LLC
COPLEY FINANCIAL GROUP, INC.
FIRST COMMAND ADVISORY SERVICES
VALIC FINANCIAL ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
THE WEALTH CONSULTING GROUP
OCTAVIA WEALTH ADVISORS LLC
STRATEGIC ADVISERS LLC
INTERNATIONAL PRIVATE WEALTH ADVISORS LLC
PLATINUM WEALTH MANAGEMENT, INC.

Investors

DONALD LOUIS DALESANDRO
ANTHONY PETER RICCI
KIMBERLIE JO SONNENBERG
Alexandra Sonnenberg
Austin Sandoval
NATALIE WEAVER STENEHJEM
JOHN WILLIAM NOEL
Justin S Wees
Andrew Joseph Udvari
RYAN W FRANCO
Tais De Rada
Emily Anne Stevens
KARLEE DIANE JOHNSON
EDWIN INES ESPINAL
MAREK JOHN GHEZZI
Madison ORourke
Evan Angone
Alvaro Macias-Gonzalez
ANDRE CHRISTOPHE FREED
Jorge Esteban Figueroa
Alexander James Wall
Liam Scott Reid
Douglas Peter Robinson
Jacqueline Galindo
Ali Emami
Troy Lee Robertson
ALAN THOMAS BUNCE
MATTHEW D KLEIN
Scott Zardenetta
Philip John Denstad
Athena Zeidler
MATTHEW DAVID COPLEY
Kent Allen Hulse
Jessica Renee Roth
DAVID CARL MAGEE
Ruben Garcia Camacho
David Morales
Sean Jacob Ferreiro
Nicholas Ray Wallace
Mark Thanh Nguyen
Nicholas Wakefield
Andres Miguel Sanchez Quiroz
Dustin Sterling Ferreiro
Abigail Marie McDaris Woods
Anna Marie Beasley
Marcus Aaron Little
Lincoln Muriithi
Brian BuDoff
JASON RONALD SURYA
Joseph Cisneros
Michael Cheng
JACOB ROBERT GEDIS
ALAN PAMINTUAN
BRIAN CRANE ELLIOTT
HOLLY R. SALAZAR
NICOLE COTT ROSS
JAMES GUY FERGUSON
DAVID WAYNE KEELY
BRIDGETTE C ZIOLKOWSKI
ZHI REN LIANG
Kevin Frank Beach
MARC ARLYN GALLO
AMIR HOSSEIN LOZANI
MICHAEL JOSEPH WOITKOSKI
VICTOR AURELIO OROZCO
CHRISTOPHER TODD RAND
PAUL SUN-WOOK LIM
RYAN CHARLES MORSE
MICHAEL Wyatt INGRAM
KURT VOLKER
Joshua Nathan Aldus
CHRISTOPHER MARIO BERTORELLI
XAVIER MENDOZA
JORDAN ALEXANDER COLMAN
TOM M. GENGLER
NINA DUPRAT
EVAN ROBERT GASPAR
QUINN O'CONNOR
JUSTIN TIMKO
DAVID J LOUGHLIN
ROBERT THOMAS SANDERS
GABRIEL GARIBAY
ANDREW ROSE
CHRISTOPH SCHOLZ
KELLY EGAN-THORPE
JOSHUA ROBERT DUNPHY
SELENA VALENCIA
MADELEINE G. ENNIS
RILEY Thomas MOULTON
TIMOTHY COLE
JASON LYONS
CHRISTOPHER J FANTINI
WILSON REED BEAN
JESSICA D HARRIGAN
NATALIE JEWELLS GAMARRA LOZA
DEREK MICHAEL WRIGHT
ANDREW S BARTLETT
CAREY BRENNAN ANDERSON
DUSTIN E GRIMM
KYLE SCHMIDT
ADAM A BALDRIDGE
MADELEINE NOEL SMITH
MARK LORENZO ALLEN
ZEVIDA V SASSER
DAN ATKIN
WILLIAM GORDON
Ana Pasion
JEFF DAVID WEBER
CAROL ANN DONAHUE
ALISSA LOUISE TODD
MORGAN RYAN DAVIS
Rommel Palomera Salas
MARCI SUE BAIR
DARREN BLAINE TODD
TODD ERIC LUNSFORD
DANIEL (NMN) GUILLEN
Jonathan Lopez

Within 25 miles of Imperial Beach, CA, Best Investors lists 316 registered investment advisory firms with 724 offices nearby, managing about $16.0T in combined regulatory AUM across 91,503,505 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Imperial Beach

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM